Beacon Investment Advisory Services Inc. Decreases Stake in Advanced Micro Devices, Inc. $AMD

Beacon Investment Advisory Services Inc. decreased its holdings in Advanced Micro Devices, Inc. (NASDAQ:AMD) by 6.0% in the 4th quarter, HoldingsChannel reports. The fund owned 153,925 shares of the semiconductor manufacturer’s stock after selling 9,840 shares during the quarter. Advanced Micro Devices comprises about 1.3% of Beacon Investment Advisory Services Inc.’s investment portfolio, making the stock its 19th biggest holding. Beacon Investment Advisory Services Inc.’s holdings in Advanced Micro Devices were worth $32,965,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors also recently bought and sold shares of the business. Impax Asset Management Group plc increased its position in shares of Advanced Micro Devices by 326.5% in the third quarter. Impax Asset Management Group plc now owns 52,068 shares of the semiconductor manufacturer’s stock valued at $8,424,000 after buying an additional 39,861 shares in the last quarter. Zweig DiMenna Associates LLC boosted its position in shares of Advanced Micro Devices by 127.6% in the 3rd quarter. Zweig DiMenna Associates LLC now owns 72,602 shares of the semiconductor manufacturer’s stock worth $11,746,000 after buying an additional 40,708 shares in the last quarter. Wedbush Securities Inc. grew its stake in Advanced Micro Devices by 7.8% in the 3rd quarter. Wedbush Securities Inc. now owns 84,256 shares of the semiconductor manufacturer’s stock valued at $13,632,000 after acquiring an additional 6,095 shares during the last quarter. William Blair Investment Management LLC grew its stake in Advanced Micro Devices by 72.5% in the 3rd quarter. William Blair Investment Management LLC now owns 1,047,200 shares of the semiconductor manufacturer’s stock valued at $169,426,000 after acquiring an additional 440,296 shares during the last quarter. Finally, Wisconsin Capital Management LLC increased its holdings in Advanced Micro Devices by 77.7% during the 3rd quarter. Wisconsin Capital Management LLC now owns 25,111 shares of the semiconductor manufacturer’s stock valued at $4,063,000 after acquiring an additional 10,982 shares in the last quarter. Institutional investors and hedge funds own 71.34% of the company’s stock.

Advanced Micro Devices Price Performance

AMD stock opened at $201.99 on Monday. The company has a market cap of $329.33 billion, a PE ratio of 76.22, a price-to-earnings-growth ratio of 0.76 and a beta of 1.98. The company has a current ratio of 2.85, a quick ratio of 2.01 and a debt-to-equity ratio of 0.04. The stock has a 50-day moving average price of $213.51 and a two-hundred day moving average price of $213.50. Advanced Micro Devices, Inc. has a 12-month low of $76.48 and a 12-month high of $267.08.

Advanced Micro Devices (NASDAQ:AMD) last released its quarterly earnings data on Tuesday, February 3rd. The semiconductor manufacturer reported $1.53 earnings per share for the quarter, beating the consensus estimate of $1.32 by $0.21. Advanced Micro Devices had a return on equity of 8.84% and a net margin of 12.52%.The business had revenue of $10.27 billion for the quarter, compared to analyst estimates of $9.65 billion. During the same period in the previous year, the company posted $1.09 EPS. The company’s revenue was up 34.1% compared to the same quarter last year. As a group, research analysts predict that Advanced Micro Devices, Inc. will post 3.87 EPS for the current year.

Insider Buying and Selling at Advanced Micro Devices

In related news, EVP Forrest Eugene Norrod sold 19,450 shares of Advanced Micro Devices stock in a transaction on Wednesday, February 11th. The shares were sold at an average price of $216.81, for a total transaction of $4,216,954.50. Following the transaction, the executive vice president owned 289,098 shares in the company, valued at approximately $62,679,337.38. The trade was a 6.30% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, SVP Ava Hahn sold 2,442 shares of the company’s stock in a transaction on Friday, January 16th. The stock was sold at an average price of $234.42, for a total transaction of $572,453.64. Following the sale, the senior vice president directly owned 16,359 shares of the company’s stock, valued at approximately $3,834,876.78. This trade represents a 12.99% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders sold 239,392 shares of company stock valued at $50,016,383. 0.06% of the stock is currently owned by corporate insiders.

Wall Street Analyst Weigh In

Several brokerages have issued reports on AMD. Royal Bank Of Canada reaffirmed a “sector perform” rating and issued a $230.00 price target on shares of Advanced Micro Devices in a report on Monday, March 16th. Truist Financial set a $283.00 price objective on Advanced Micro Devices in a research report on Wednesday, February 4th. Benchmark reaffirmed a “buy” rating and issued a $325.00 target price on shares of Advanced Micro Devices in a research note on Wednesday, February 25th. Wall Street Zen upgraded Advanced Micro Devices from a “hold” rating to a “buy” rating in a report on Monday, January 26th. Finally, Mizuho raised their price target on Advanced Micro Devices from $275.00 to $280.00 and gave the stock an “outperform” rating in a research report on Wednesday, February 25th. One research analyst has rated the stock with a Strong Buy rating, twenty-nine have issued a Buy rating and ten have given a Hold rating to the company. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $290.53.

Key Advanced Micro Devices News

Here are the key news stories impacting Advanced Micro Devices this week:

• Positive Sentiment: AI-driven CPU/GPU pricing power — reports that AMD (and peers) can raise CPU prices amid AI data‑center demand are supporting upside to margins and free cash flow, a core reason investors have bid the stock higher recently. The Silicon Squeeze: AI Pricing Power Lifts Chip Stocks
• Positive Sentiment: Product & ecosystem momentum — AMD’s push into AI stacks (MI450 accelerators) and a new AMD‑optimized Rocky Linux release with CIQ simplify deployments for customers, strengthening the company’s data‑center roadmap and long‑term TAM. AMD Linux Push With CIQ Adds New Angle To AI Investment Story
• Positive Sentiment: Analyst/institutional backdrop — continued buy‑side research, modest upward earnings tweaks and multiple analyst price targets boost conviction that AMD’s AI/data‑center growth can drive meaningful upside beyond current year multiples. 5 April Buys With Double-Digit Year-End Targets
• Neutral Sentiment: Market commentary & momentum trades — bullish technical narratives and articles projecting multi‑year targets keep trading interest elevated, but much of that upside is speculative and tied to execution. AMD Stock Gets a Boost From Incoming CPU Price Hikes
• Negative Sentiment: Geopolitical risk and macro headlines — escalation in the Middle East has hit semiconductors broadly, prompting risk‑off flows that can pressure demand expectations and multiples for AMD and peers. Semiconductor Chip Stocks Slump As Middle East War Hits Day 28
• Negative Sentiment: Large fund selling / flows — high‑profile asset managers trimmed chip positions (including AMD), which can amplify short‑term downside when flows turn against the sector. ARK Invest Dumps $84M in Meta, Nvidia and Chip Stocks
• Negative Sentiment: Product/support & regulatory risk — gamer calls for FSR4 support on older GPUs and advancing U.S. export-control legislation (Chip Security Act) add execution and addressable‑market uncertainty that can weigh on near‑term sentiment. AMD Stock Slips as Gamers Call for FSR 4 Support Chip Security Act Puts AMD Export Controls And Valuation In Focus

About Advanced Micro Devices

Advanced Micro Devices, Inc (NASDAQ: AMD) is a global semiconductor company that designs and sells microprocessors, graphics processors, chipsets and adaptive computing solutions for a broad set of markets. The company’s product portfolio includes consumer and commercial CPUs under the Ryzen and Threadripper brands, data center processors under the EPYC brand, and Radeon graphics processing units for gaming and professional visualization. AMD also offers semi-custom system-on-chip (SoC) products for gaming consoles and other specialized applications, and provides supporting software and platform technologies for OEMs, cloud service providers and end users.

Founded in 1969, AMD has evolved from a supplier of logic chips into a diversified, fabless semiconductor designer.